Investment Q&A

Q: your opinion about MCR please.
Why is this company lagging the oil sector?you would think it would move with oil price going up.
Is there a chance it would be a take-over candidate?
are there other companies that you prefer ,like Questor or XBC?

Q: Both SU and PKI have under performed. I am considering selling my small position in PKI and buying SU as it may have more potential, and right now a similar dividend. Thoughts?

Thank you.

Q: PKI is looking very poor technically - 200 day average starting to roll over. Are you still confident holding it in your BE portfolio? Do you have an estimate for a forward P/E? Thanks, Jim

Q: I bought Couche-Tard when it dipped to $35CAD, with the stock price recovered to it's old high and Parkland is still trades in a range. Do you think switching to PKI would be a good move for better growth?

Thanks,

Q: I have cash for a new full position. I run an mix of your balanced and income portfolio for my cad exposure. Of the above names which would you add a full position right now. I am also considering just batting for the average with SPY or XEF. balanced shifting to income follower, 5 year window looking for good entry point into one of the names above.

Q: In your opinion which company in each of the 4 groupings offer. the best rate of return over the next 5 years?
Atd.b v.s. Pki
Cnr v.s tfii
Dol v.s. Do
Shop v.s. Lspd
Thank you

Q: Hello,
We need to increase our energy exposure. We already own the above two stocks. At this time would you add to one or the other or both?
Or would you sell either one to add something different?
Thank you

Q: Hi team
the stock plummet in the last 2 days, any particular reasons? thought that the earnings in the last quarter was OK
I have a position, mainly for income and hope of secondary appreciation

should I hold or add more or sell? PKI is the symbol, thanks
Michael

Q: I've just been looking at Parkland and it's chart is basically flat for the last 3 years. I see you are positive about it going forward, but would you suggest someone well along into retirement stick with it or retreat to something else? (suggestions?)

Q: Please give me your thoughts on these two laggards in my portfolio. Do I keep them for dividends or replace them with more potential.

Q: Hi. I have decided to add an equal position of each of the above to my portfolio. These companies will even out my exposure among sectors. I have room in both my tax free account and my rrsp account. (RRSP won't be accessed for 18 - 20 years) I guess what I'm asking is would it be more advantageous to put any of the above in a tax free account vs an rrsp account?

Q: Am looking at two for a company with good yield and growing dividends. Quick analysis : both have good management ; different sectors, one with oil/ gas issues and the other has risks in the housing market. Would FN follow the banks movement and how close does PKI track the oil/ gas index ? Understand PKI is in one of your models. PKI keeps hitting the $40.00 mark and has difficulty breaking out while FN has declined recently. Your choice ? Thanks. Derek

Q: Can you comment on the Q?

Thanks!

Q: Hi 5i team,

Kindly suggest a replacement with a better growth profile than Parkland Corp for a 10+ year hold in a registered account. Preferably in the Consumer Cyclical or Industrial sector.

Q: Hello 5i research team, PKI has just completed a new financing and is pushing off their debt for a few years, so I suspect they will be moving to bring the portion of the SOL ownership they don't own, (the SOL PUT option) into the fold soon. What do you think about this and the recent partnership in the DR?

Q: Good morning,
I have owned PKI for some time, and it seems to be range bound. Will there be any further growth? Should I sell and invest elsewhere?
I really value your opinion. Thank you for your input.
Jane

Q: Hi - PKI dropped over 2.5% today (6/14) and nearly over 4% combined with its correction on 6/11. Is this a normal aberration in its share price given it paid out its dividend for for June earlier today? The company supports a 5% DRIP so wondering if the near-term weakness exhibited is associated with its monthly dividend? Thank you.

Q: I have some cash to invest in my TFSA. Have held PKI.CA for 3 years. Collected dividends and now breaking even on share price. I am thinking of cashing out and buying ATZ as a faster recovery play. What do you think of this switch? What is a good entry point for ATZ since it jumped yesterday and today?
Thanks for all of your wise guidance over the years.
Donna

Q: I hold full positions in both WELL (growth portfolio) and PKI (balanced portfolio). Wonder about overweighting these two positions by adding to them as WELL seems to have near term upside and PKI as a reopening recovery that is still appears to be reasonably priced. The additions would be like 50% of the target weighting. Also I'm prepared to hold for the longer-term, like 5 years. Does this make sense or are there better opportunities? .......Thanks for the insights.......Tom

Q: Do you see PKI as competitors? If so, which one would you own.? If not, would it seem necessary to own both?
Thanks, David